Franklin Resources

Franklin Resources’s Badger Meter BMI Stock Holding History

Franklin Resources’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.7M	Buy	221,302 +42,459	+24%	+$6.66M	0.01%	775
2025 Q4	$31.2M	Buy	178,843 +138,434	+343%	+$24.9M	0.01%	806
2025 Q3	$7.07M	Sell	40,409 -7,781	-16%	-$1.53M	﹤0.01%	1290
2025 Q2	$11.8M	Buy	48,190 +28,779	+148%	+$6.52M	﹤0.01%	1078
2025 Q1	$3.69M	Buy	19,411 +1,139	+6%	+$238K	﹤0.01%	1464
2024 Q4	$3.88M	Sell	18,272 -45	-0.2%	-$9.8K	﹤0.01%	1461
2024 Q3	$4.13M	Buy	18,317 +2,276	+14%	+$456K	﹤0.01%	1430
2024 Q2	$2.99M	Buy	16,041 +570	+4%	+$104K	﹤0.01%	1549
2024 Q1	$2.5M	Sell	15,471 -733	-5%	-$113K	﹤0.01%	1642
2023 Q4	$2.5M	Sell	16,204 -48	-0.3%	-$6.99K	﹤0.01%	1327
2023 Q3	$2.34M	Buy	16,252 +145	+0.9%	+$22.9K	﹤0.01%	1337
2023 Q2	$2.38M	Buy	16,107 +14,071	+691%	+$1.94M	﹤0.01%	1347
2023 Q1	$248K	Buy	2,036 +152	+8%	+$17.8K	﹤0.01%	1929
2022 Q4	$205K	Buy	+1,884	New	+$205K	﹤0.01%	1996
2021 Q2	–	Sell	-2,297	Closed	-$214K	–	2023
2021 Q1	$214K	Buy	+2,297	New	+$231K	﹤0.01%	1799

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return